- [Home](/) ›
- [NewRiaPulse](/v/newriapulse) ›
- [Hubs](/hub/newriapulse) ›
- [Approved](/hub/newriapulse/status/approved) ›
- Page 4

# NewRiaPulse: Approved, page 4 of 4

Records 351 to 500 of the 500 newest listed for this hub. Source: SEC monthly roster of registered investment advisers (Form ADV data).

[1](/hub/newriapulse/status/approved) [2](/hub/newriapulse/status/approved/page/2) [3](/hub/newriapulse/status/approved/page/3) 4

| Record | AUM | Accounts | City |
|---|---|---|---|
| Condon Wealth Management, INC. | $122,106,202 | 494 | Plymouth |
| Bridgeview Capital Advisors, INC. | $122,177,138 | 427 | El Dorado Hills |
| Pacific Specialty Investment Group, LLC | $123,212,802 | 265 | Newport Beach |
| Greenleaf Financial Network, LLC | $123,695,747 | 329 | |
| San Francisco Wealth Planning LLC | $112,288,388 | 178 | |
| Westpoint Wealth Management, LLC | $106,000,000 | 810 | Berea |
| Five Mile River Investment Management, LLC | $108,692,772 | 110 | |
| Glassbead Capital Management LLC | $137,976,453 | 29 | Miami Beach |
| Ross Wealth Advisors, LLC | $139,697,583 | 594 | Columbus |
| Luna Capital Management, LLC | $116,430,229 | 266 | Burlingame |
| South Texas Capital Advisors, LLC | $167,230,485 | 59 | New Braunfels |
| Arg Private Wealth, LLC | $279,970,726 | 530 | Cincinnati |
| Maggi Investment Services, LLC | $154,000,000 | 515 | Oldmar |
| Rj Patterson Group | $142,396,919 | 521 | San Diego |
| Lynch Investment Planning, LLC | $143,250,844 | 410 | Newtown Square |
| Legacy Financial Services Group, INC. | $122,816,278 | 357 | Traverse City |
| Scenic Management LLC | $144,587,687 | 6 | San Francisco |
| Infinity Tax & Financial Planning | $100,020,965 | 658 | Huntsville |
| Star Wealth Management Corporation | $156,477,380 | 117 | Bingham Farms |
| Alder Point Capital Management LLC | $121,307,020 | 3 | Lafayette |
| Veneroso Wealth Management | $298,792,338 | 832 | Woodbury |
| Fuerst Financial Group, INC. | $100,887,398 | 542 | Chattanooga |
| Empirical Capital Management, LLC | $152,663,331 | 2 | Hendersonville |
| Warwick Group II, INC. | $369,833,283 | 2 | |
| Orchard City Wealth Management, LLC | $116,119,975 | 254 | Los Gatos |
| Ontrack Wealth Management | $112,418,745 | 401 | Canton |
| Sage Residential Management LLC | $444,067,079 | 3 | Morristown |
| Sulzberger Capital Advisors, INC. | $117,053,746 | 260 | Miami |
| Finish Well RIA LLC | $109,000,000 | 785 | Columbus |
| Intercapital | $198,665,248 | 1 | Austin |
| Double Eagle Wealth Management LLC | $108,579,555 | 359 | Dallas |
| Wealth Foundations Partners, LLC | $110,501,385 | 390 | Salt Lake City |
| Heritage Haus Wealth Partners LLC | $241,051,249 | 1177 | New Braunfels |
| Shikhara Investment Management LP | $226,929,323 | 4 | New York |
| Tqm Wealth Partners | $123,716,769 | 220 | Marblehead |
| The Gardner Group | $125,274,461 | 367 | Dallas |
| Mk3 Wealth LLC | $113,141,146 | 223 | Cherry Hill |
| Quorus INC. | $148,224,228 | 240 | Westport |
| West Financial Strategies, INC. | $121,014,544 | 318 | Sanford |
| Private Lane Capital, LLC | $144,086,780 | 12 | |
| Perea Capital | $164,185,986 | 25 | Houston |
| Morningside Asset Management | $135,571,550 | 8 | Wilmington |
| Visionx Wealth Partners | $110,238,956 | 451 | Fort Dodge |
| Eagle Capital Advisors, LLC | $116,443,178 | 173 | Middlebury |
| Van Winkle Wealth Management Group LLC | $120,793,535 | 792 | Newark |
| Daly Investment Management, LLC | $123,548,761 | 125 | Mount Prospect |
| Sierra Management Group | $127,071,586 | 264 | Reno |
| Wright Wealth LLC | $188,462,210 | 839 | Atlanta |
| Keystone Financial Resources, LLC | $178,528,735 | 348 | Brentwood |
| Arrow Capital Management, LLC | $174,791,342 | 2 | New York |
| A Better Way Financial, LLC | $108,964,358 | 980 | Allentown |
| Ballast Equity Partners Management Company, LLC | $111,922,530 | 3 | New York |
| Mork Capital Management | $198,515,718 | 1 | Healdsburg |
| Middle Street Capital, LLC | $132,117,391 | 248 | Newfields |
| Diversified Planning Strategies Advisors LLC | $154,398,323 | 709 | Roseland |
| 1 Main Capital Management, LLC | $118,672,720 | 4 | Aventura |
| N10° Assets | $306,876,934 | 101 | Greenwich |
| Mar Wealth Management Services, LLC | $125,115,200 | 133 | West Palm Beach |
| Approach Capital LLC | $100,000,000 | 235 | |
| Monroe Capital Real Estate Credit Advisors, LLC | $140,201,500 | 1 | Chicago |
| Mardin Capital Group | $306,153,730 | 660 | Rye |
| Cosmos Wealth, LLC | $191,452,317 | 135 | La Jolla |
| Superior Financial, LLC | $112,181,935 | 385 | Rochester |
| Sanctuary Financial Planning, LLC | $102,173,006 | 67 | |
| Genoa Wealth, LLC | $376,694,495 | 71 | |
| Global Venture Management LLC | $130,000,000 | 2 | San Juan |
| J K R & Company, INC. | $152,415,717 | 229 | Van Nuys |
| Principled Wealth Advisors, LLC | $252,109,486 | 783 | Covington |
| J. L. Perkins Wealth Management, LLC | $142,180,370 | 691 | Macon |
| Leder Fiduciary Capital LLC | $120,583,877 | 143 | Bellaire |
| Pearl Wealth LLC | $129,900,328 | 102 | |
| Dark Horse Advisors LLC | $181,732,180 | 426 | |
| Altruist Advisors LLC | $190,000,000 | 245 | Culver City |
| Kutumb Investments LLC | $250,000,000 | 2 | Palm Beach Gardens |
| Remedium Capital Partners | $319,000,000 | 1 | West Palm Beach |
| Glass Lakes Capital Management LLC | $178,336,470 | 360 | Overland Park |
| Jackson Wealth Management, LLC | $107,026,630 | 380 | Castle Rock |
| Tax & Investment Advisors | $101,504,000 | 343 | Newburyport |
| Treasure Valley Financial Planning | $336,024,013 | 1590 | Meridian |
| Schonfeld Wealth Management, LLC | $132,887,325 | 412 | Brooklyn |
| Naylor & Company | $103,386,844 | 240 | |
| First Light Wealth Advisors, LLC | $116,263,725 | 231 | Little Falls |
| Harlow Capital Management LLC | $132,865,204 | 165 | |
| Ciro Capital LLC | $117,442,000 | 268 | Jersey City |
| Brackenwood Capital Management, LLC | $126,631,575 | 292 | Bainbridge Island |
| Templer Wealth Management, LLC | $102,919,045 | 181 | Vienna |
| Riley S. Crosbie Advisory, LLC | $118,881,531 | 328 | Logan |
| 3d Advisor Group, INC. | $194,318,000 | 284 | |
| Fruge' Capital Advisors, LLC (Formerly Oxford Investment Adv) | $141,208,889 | 128 | Oxford |
| Vantage Financial Group | $118,600,000 | 808 | Auburn |
| Rilex Capital LLC | $124,252,334 | 170 | Manasquan |
| Maine Advisory Associates | $116,549,001 | 529 | Falmouth |
| Next Up Wealth Advisors, LLC | $100,234,754 | 294 | Scottsdale |
| Rwr Investments LLC | $170,892,730 | 9 | Dallas |
| Im Wealth Partners | $123,883,297 | 74 | Blue Bell |
| Merit Capital Partners Vi, LLC | $448,206,508 | 3 | Chicago |
| Valen Private Capital, LLC. | $482,643,221 | 89 | Paoli |
| Cultivation Capital, LLC | $416,351,000 | 17 | St. Louis |
| Columbus Street Wealth Management, LLC | $144,549,263 | 391 | Dublin |
| Kanos Capital Management, LLC | $133,205,240 | 116 | Houston |
| Wisdom Wealth Investment Advisors LLC | $138,796,319 | 678 | Phoenix |
| Retirement Solutions Group | $159,620,234 | 661 | Franklin |
| White Hawk Wealth Management | $131,209,800 | 482 | Broomfield |
| Unified Retirement Planning Group | $197,043,391 | 460 | Briarcliff Manor |
| Taber Asset Management L.L.C. | $110,023,313 | 101 | |
| Profits Plus Capital Management, LLC | $258,135,606 | 1 | Nampa |
| Blue Sky Investment Partners, INC. | $118,017,737 | 62 | Evanston |
| Cravens Brothers Private Wealth Management LLC | $139,300,000 | 135 | Dallas |
| Goldman Wealth Management | $119,967,372 | 168 | San Diego |
| One Life Financial Group, INC. | $117,982,819 | 588 | |
| Tolley Financial Group, LLC | $121,857,197 | 448 | Raleigh |
| Pelican Investment Advisors, LLC | $128,500,000 | 272 | Baton Rouge |
| Veritas Wealth Management | $219,866,414 | 665 | North Kingstown |
| Ag Dillon Asset Management LP | $262,003,096 | 28 | New York |
| Bsc Capital Partners, LLC | $125,816,727 | 728 | West Des Moines |
| Northwind Financial LLC | $142,241,176 | 361 | Bend |
| Pavlic Investment Advisors, INC. | $108,843,269 | 195 | Delafield |
| Tidwell Wealth Management LLC | $116,655,745 | 184 | Rocklin |
| Valley Wealth Management | $111,533,034 | 513 | Oshkosh |
| Ambrose Capital Advisors, LLC | $228,250,000 | 1 | Indianapolis |
| Alpha Innovations LTD. | $231,513,989 | 5 | Hamilton |
| Ebert Capital Management INC. | $116,304,266 | 465 | Eureka |
| Tidal Creek Capital Advisors | $125,985,607 | 177 | Bluffton |
| Pavaki Capital Management, LLC | $410,135,655 | 1 | |
| Beyond Your Hammock LLC | $115,437,648 | 369 | Boston |
| Catum Advisory Group, LLC. | $128,644,000 | 296 | Wilton |
| Greenline Wealth Management | $116,970,119 | 410 | Boca Raton |
| Bergamot Asset Management LP | $106,482,912 | 258 | Princeton |
| Overlay Management, LLC | $168,634,170 | 41 | Alpharetta |
| Custom Wealth Management | $200,976,793 | 1620 | Plymouth |
| Nearside Advisors, LLC | $188,582,674 | 299 | Indianapolis |
| Medici Capital LLC | $215,842,119 | 2 | Newport Beach |
| Haybeach Capital Management, LLC | $172,844,813 | 8 | Rye |
| Financial Empowerment LLC | $126,374,281 | 334 | Burnsville |
| Oca Ventures, LLC | $316,423,456 | 7 | Chicago |
| Mile Wealth Management | $120,121,620 | 211 | Irvine |
| Riho Partners, LLC | $182,243,308 | 14 | |
| Uyana Partners LLC | $115,043,670 | 133 | Miami |
| Cultivate Wealth Partners | $125,329,239 | 149 | Broomfield |
| Legeis Capital Advisors, LLC | $497,365,902 | 3 | Great Neck |
| Triad Investment Management, LLC | $119,542,078 | 98 | Newport Beach |
| Mtr Financial Services, LLC | $119,929,814 | 340 | Kingwood |
| Npm Consulting, LLC | $116,069,734 | 57 | |
| Laureate Wealth Management, LLC | $121,931,019 | 117 | Glen Ellyn |
| Stoic Point Capital Management LLC | $119,496,738 | 10 | Palo Alto |
| Advocacy Financial LLC | $103,416,660 | 289 | Covington |
| The O.H.I.O. Fund | $474,598,765 | 6 | Cleveland |
| R.I.T. Wealth Advisors | $235,361,000 | 530 | San Luis Obispo |
| Telos Partners LLC | $139,462,878 | 271 | Avon |
| Winchester Asset Management, LLC | $154,039,490 | 4 | Chicago |

[1](/hub/newriapulse/status/approved) [2](/hub/newriapulse/status/approved/page/2) [3](/hub/newriapulse/status/approved/page/3) 4

[All NewRiaPulse record reports](/hub/newriapulse/records)

## Often used together

- [FormDPulse](/formdpulse)
- [IpoFilingPulse](/v/ipofilingpulse)
- [TxWorkersCompRenewalPulse](/v/txworkerscomprenewalpulse)
- [EvChargerProgramAudit](/evchargerprogramaudit)
- [AccessPulse](/accesspulse)
- [OidcConfigAudit](/oidcconfigaudit)